1. From the home screen, tap on Menu on Top left corner

  2. Tap on Estimate/Quote to get the list

  3. Enter "Search Text" on the First Text box to filter the list

     

 

  1. From the home screen, tap on Menu on Top left corner

  2. Tap on Estimate/Quotes

  3. Tap on Estimate/Quote Header

  4. Enter Header Text

  5. Tap on Save

  6. Tap on Estimate/Quote Footer

  7. Enter Footer Text

  8. Tap Save

  9. Tap Save

 

To pre-set Estimate/Quote Header and Footer Text, Follow Set Up Estimate/Quote Preferences

 

  • From the home screen, tap on the Estimate/Quote Plus button
  • Add a client from your client list by tapping the Estimate/Quote To
  • Add a product from your product list by tapping the Item or Item From List
  • Tap on the Preview to preview Estimate/Quote 
  • Tap on Save to save the Estimate/Quote 
  • Tap on More and Email to email Estimate/Quote to your client